Strategic Payments Solutions Consultant

Truist; Raleigh (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid time off

Job summary

Truist is seeking a skilled Payments Solutions Sales professional to drive consultative sales across Commercial Community Bank, Business Connect, Small Business Banking/Direct, and Wealth Management segments. You will manage client portfolios, analyze cash flow, and coordinate with product partners to deliver working capital solutions.

You will build strategic plans, engage in virtual client meetings, and ensure accurate reporting of sales activities and revenue.

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 1 year of sales experience in financial services or payment solutions.
• Demonstrated ability to conduct business virtually: communication, negotiation, proactive client contact, rapport building, needs assessment, and solution presentation.
• Strong knowledge of how a business operates and the full set of financial solutions for the aligned segment.
• Excellent time management and ability to manage a large sales pipeline.
• Self-starter with ability to work productively without close supervision.

Responsibilities

• Executes sales plan and partners with lines of business to identify and drive client opportunities to meet revenue and portfolio growth.
• Fosters relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of clients with payments needs and working capital concepts.
• Develops relationship plans to identify retention and new client opportunities.
• Provides client working capital services including receivables, payables, reporting and liquidity solutions.
• Escalates issues and risks per policies; reports sales progress and revenue as required.
• Meets with clients virtually to assess needs, review practices, and recommend solutions; coordinates fulfillment and referrals as needed.
• Handles complex servicing issues using internal Truist resources; aims for revenue and profit growth.

Skills

Interpersonal communication

Negotiation

Client contact

Relationship building

Financial reviews

Solution communication

Time management

Self-starter

Education

Bachelor's degree

Job description

Truist is seeking a skilled Payments Solutions Sales professional to drive consultative sales across Commercial Community Bank, Business Connect, Small Business Banking/Direct, and Wealth Management segments. You will manage client portfolios, analyze cash flow, and coordinate with product partners to deliver working capital solutions.

You will build strategic plans, engage in virtual client meetings, and ensure accurate reporting of sales activities and revenue.